Stock Gifts

Yes, the Episcopal School of Nashville gratefully accepts gifts of publicly traded or privately held stock, which may be directed to our Annual Fund First initiative, a restricted giving initiative or through our Planned Giving Program. Our Tax ID is (EIN): 46-5055942.

Making a Gift of Securities

We are grateful for your interest in supporting Episcopal School of Nashville through a gift of appreciated securities. Gifts of stock can provide significant tax advantages while supporting our mission to cultivate a love of learning, a spirit of discovery, and a commitment to community in every student.

How to Make a Stock Transfer

  1. Notify the School: Before initiating your transfer, please notify our Director of Development, Judi North, so we can identify your gift and properly acknowledge your contribution.

  2. Provide Transfer Instructions to Your Broker: Ask your broker to transfer the securities using the following information:

  • Receiving Institution: Raymond James

  • DTC Number: 0725

  • Account Name: Episcopal School of Nashville

  • Account Number: 21157822

  • Broker Contact: Robert Gilliam

  • Phone: 615-764-1805

  • Email: Robert.Gilliam@raymondjames.com

Important Notes

  • Please include the donor’s name in the transfer instructions or notify the school directly so we can ensure accurate tracking and tax acknowledgment.

  • The value of your gift is determined by the average of the high and low trading price of the securities on the date they are received in our account.

  • Episcopal School of Nashville is a 501(c)(3) nonprofit organization. Gifts are tax-deductible to the extent allowed by law.